UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$432M
2
+$388M
3
+$264M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$228M
5
AVGO icon
Broadcom
AVGO
+$220M

Top Sells

1
+$2.71B
2
+$526M
3
+$481M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$461M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$380M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44B 0.46%
10,636,229
+546,895
27
$1.41B 0.46%
10,269,992
+648,699
28
$1.36B 0.44%
10,993,593
-208,770
29
$1.3B 0.42%
5,723,168
-11,945,355
30
$1.27B 0.41%
22,277,737
+1,207,206
31
$1.27B 0.41%
18,939,215
+344,538
32
$1.2B 0.39%
2,984,444
-76,423
33
$1.18B 0.38%
5,096,972
-158,547
34
$1.17B 0.38%
4,787,286
+102,572
35
$1.17B 0.38%
21,748,505
+487,120
36
$1.16B 0.38%
2,958,888
-42,843
37
$1.16B 0.37%
2,298,523
-158,057
38
$1.12B 0.36%
11,094,989
+2,255,734
39
$1.09B 0.35%
9,637,812
+398,307
40
$1.08B 0.35%
6,809,614
+346,201
41
$1.07B 0.35%
9,513,984
+31,104
42
$1.07B 0.34%
6,437,633
+297,802
43
$1.05B 0.34%
5,052,377
-518,274
44
$1.05B 0.34%
3,774,430
-572,227
45
$1.04B 0.33%
19,172,554
-104,128
46
$1.01B 0.32%
2,542,524
+5,564
47
$1B 0.32%
21,003,980
+4,618,390
48
$994M 0.32%
19,296,364
+626,585
49
$988M 0.32%
17,907,995
+3,215,047
50
$966M 0.31%
3,315,832
+402,800
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2
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